Client Access

• Daily performance calculations on ALL accounts
• Dynamic visuals help you see your investments
• BIG picture analysis and drill down details
• Tracks every penny in and out of your accounts
• Stores account statements and tax documents

New Features

– Fact Sheets available for each investment

– Portfolio Insight launched, better visuals

– Custodial statements and tax documents included

• Organize everything! Live data feeds
• Cash, debt, investments, insurance, estate plans
• Automatically track spending and net worth
• Visualize long term plans
• Compare strategies and make decisions

New Features

– New API allows more stable data feeds.

– Updated client portal look and feel.